Set up your workspace

A first-day checklist for whoever runs the workspace. Most steps take a few minutes; do them roughly in this order.

Don't have a workspace yet? Start a free trial first — see Create your Timebun account.

Many of these settings are for the Owner only (shown as Portal admin in the app for now). Admins can do the steps marked (Admin).

1. Secure your account

• [ ] Sign up, or accept your invitation and set your password.
• [ ] Turn on two-factor authentication at Settings → Account → Security. See Profile and security.

2. Describe your agency

• [ ] Set the workspace name, timezone and base currency at Settings → Workspace → General. See General settings.
• [ ] On Unlimited or Enterprise, if your workspace has its own address, add your logo and colour at Settings → Workspace → Branding. See Branding.
• [ ] Pick a plan and subscribe before your trial ends, from the Timebun plan card on General. See Timebun's plans and Subscribe to Timebun.

3. Get paid

• [ ] Connect Stripe at Settings → Billing → Invoicing. See Connect Stripe.
• [ ] Set your payment terms and reminders. See Payment terms and reminders.
• [ ] Set your default hourly rate and any other rates (Admin). See Set your rates.
• [ ] If you sell hours in advance, create your plans and top-up bundles at Settings → Billing → Retainers. See Retainers: plans, bundles and tiers.

4. Decide how time is tracked

• [ ] Review the six options at Settings → Work → Time tracking. See Time tracking settings.
• [ ] Add tags and activity codes if you use them (Admin). See Tags and activity codes.
• [ ] Add expense categories if you track expenses (Admin). See Expense categories.

5. Bring in your clients and work

• [ ] Coming from Harvest? Import your clients, projects and time. See Import from Harvest.
• [ ] Otherwise, add your clients (Admin). See Add a client.
• [ ] Create projects for them (Admin). See Create and manage projects.

6. Bring in your people

• [ ] Invite your team (Admin). See Invite your team.
• [ ] Decide what your clients can see, then invite them to the portal (Admin). See What clients can see and Invite clients to the portal.

7. Take it with you

• [ ] Add Timebun to your phone's Home Screen. See Install Timebun on your phone.

Questions along the way? Open Help & support from the menu under your name, or the help button in the bottom-right corner. See Get help from Timebun.